World Gold Trust
GLDM- Exchange
- NYSE
- Industry
- Commodity Contracts Brokers & Dealers
- SEC CIK
- 0001618181
No open-market purchases or sales by World Gold Trust insiders were filed in the last 90 days; 922 institutions reported holding it in 13F filings for Q2 2026, worth $14.3B in total; Semper Augustus is the only superinvestor holding it.
13F holders, Q2 2026
Institutional positions in World Gold Trust as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 922
- +25 vs. Q1 2026
- Shares held
- 179.7M
- +18.5M (+11.4%) vs. Q1 2026
- Total value
- $14.3B
- −$607.2M (−4.1%) vs. Q1 2026
- New holders
- 108
- 406 more added
- Sold out
- 83
- 268 more reduced
16 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting GLDM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 922 | $14.3B |
| Q1 2026 | 913 | $15.1B |
| Q4 2025 | 878 | $13.9B |
| Q3 2025 | 754 | $11.8B |
| Q2 2025 | 702 | $9.26B |
| Q1 2025 | 618 | $8.05B |
| Q4 2024 | 541 | $5.85B |
| Q3 2024 | 465 | $5.95B |
| Q2 2024 | 406 | $4.21B |
| Q1 2024 | 375 | $4.84B |
| Q4 2023 | 374 | $4.09B |
| Q3 2023 | 345 | $3.52B |
| Q2 2023 | 334 | $4.12B |
| Q1 2023 | 319 | $3.95B |
| Q4 2022 | 275 | $3.67B |
| Q3 2022 | 255 | $2.88B |
| Q2 2022 | 274 | $3.11B |
| Q1 2022 | 240 | $2.55B |
| Q4 2021 | 258 | $2.86B |
| Q3 2021 | 235 | $2.75B |
| Q2 2021 | 239 | $2.81B |
| Q1 2021 | 227 | $2.69B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding World Gold Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Holdings, Inc. | 20,057,308 | $1.59B | 0.91% | +1,462,902+7.9% | Added |
| Wells Fargo & Company | 10,614,311 | $843.0M | 0.15% | +1,108,757+11.7% | Added |
| Morgan Stanley | 8,429,598 | $669.5M | 0.04% | −377,410−4.3% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 7,865,470 | $624.9M | 20.55% | +6,016,060+325.3% | Added |
| MAI Capital Management | 7,497,358 | $595.4M | 2.27% | +7,478,109+38,849.3% | Added |
| Bank of America Corp | 7,179,195 | $570.2M | 0.04% | +507,383+7.6% | Added |
| Empower Advisory Group, LLC | 6,581,765 | $522.7M | 1.25% | +630,753+10.6% | Added |
| State Street Corp | 3,992,972 | $317.1M | 0.01% | +499,040+14.3% | Added |
| Resona Asset Management Co.,Ltd. | 3,708,700 | $294.7M | 1.38% | +472,400+14.6% | Added |
| LPL Financial LLC | 3,371,974 | $267.8M | 0.06% | +349,567+11.6% | Added |
| Arizona PSPRS Trust | 3,356,524 | $266.6M | 9.93% | +3,356,524 | New |
| Cassaday & Co Wealth Management LLC | 3,334,702 | $264.8M | 4.97% | +6,342+0.2% | Added |
| UBS Group AG | 3,215,193 | $255.4M | 0.04% | +143,119+4.7% | Added |
| Ameriprise Financial Inc | 2,752,229 | $219.9M | 0.04% | +38,642+1.4% | Added |
| Signature Estate & Investment Advisors LLC | 2,531,014 | $201.0M | 3.62% | +177,505+7.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 2,108,788 | $167.5M | 1.16% | +505,278+31.5% | Added |
| Cerity Partners LLC | 2,003,763 | $159.1M | 0.19% | +736,302+58.1% | Added |
| Public Employees Retirement System of Ohio | 1,985,600 | $157.7M | 0.46% | +469,000+30.9% | Added |
| Stifel Financial Corp | 1,866,900 | $148.3M | 0.12% | +439,820+30.8% | Added |
| HighTower Advisors, LLC | 1,770,810 | $140.6M | 0.14% | +183,878+11.6% | Added |
| Prudential Financial Inc | 1,751,574 | $139.1M | 0.15% | +71,620+4.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,629,472 | $129.4M | 0.15% | −175,594−9.7% | Reduced |
| WealthNavi Inc. | 1,614,358 | $128.2M | 1.00% | +1,516,579+1,551.0% | Added |
| Advisor Group Holdings, Inc. | 1,601,335 | $127.2M | 0.15% | +10,814+0.7% | Added |
| Gradient Investments LLC | 1,517,719 | $120.5M | 1.66% | −110,542−6.8% | Reduced |
| Evergreen Quality Fund GP, Ltd. | 1,487,700 | $118.2M | 1.91% | −1,099,515−42.5% | Reduced |
| Asset Management One Co.,Ltd. | 1,444,626 | $114.7M | 0.29% | −41,969−2.8% | Reduced |
| Regents of the University of California | 1,438,678 | $114.3M | 2.62% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 1,288,752 | $102.4M | 0.01% | +6,498+0.5% | Added |
| Hollow Brook Wealth Management LLC | 1,250,259 | $99.3M | 19.75% | +29,774+2.4% | Added |
| Royal Bank of Canada | 1,211,099 | $96.2M | 0.02% | −186,531−13.3% | Reduced |
| Envestnet Asset Management Inc | 1,153,183 | $91.6M | 0.02% | +6,098+0.5% | Added |
| Benjamin Edwards Inc | 1,126,266 | $89.4M | 0.82% | +337,469+42.8% | Added |
| US Bancorp | 1,124,252 | $89.3M | 0.10% | +60,083+5.6% | Added |
| JPMorgan Chase & Co | 1,120,644 | $89.0M | 0.01% | −10,314−0.9% | Reduced |
| Raymond James Financial Inc | 1,057,616 | $84.0M | 0.02% | +97,442+10.1% | Added |
| Cohen & Steers, Inc. | 985,318 | $78.3M | 0.12% | −132,200−11.8% | Reduced |
| Toroso Investments, LLC | 978,859 | $77.7M | 0.19% | +13,146+1.4% | Added |
| Equitable Holdings, Inc. | 957,120 | $76.0M | 0.45% | +91,869+10.6% | Added |
| Rockefeller Capital Management L.P. | 902,899 | $71.7M | 0.11% | +162,628+22.0% | Added |
| Great Valley Advisor Group, Inc. | 866,299 | $68.8M | 1.09% | +48,983+6.0% | Added |
| Nissay Asset Management Corp | 826,482 | $65.6M | 0.28% | −12,787−1.5% | Reduced |
| SNS Financial Group, LLC | 812,554 | $64.5M | 1.24% | +417,692+105.8% | Added |
| Argos Wealth Advisors, LLC | 777,903 | $61.8M | 16.36% | −1,874−0.2% | Reduced |
| Farther Finance Advisors, LLC | 722,956 | $57.4M | 0.45% | +82,376+12.9% | Added |
| Van Eck Associates Corp | 671,036 | $53.3M | 0.03% | 00.0% | Unchanged |
| 3EDGE Asset Management, LP | 668,550 | $53.1M | 2.37% | +9,929+1.5% | Added |
| Nepc LLC | 664,100 | $52.7M | 0.98% | +147,662+28.6% | Added |
| Goldman Sachs Group Inc | 663,735 | $52.7M | 0.01% | +186,496+39.1% | Added |
| Cresset Asset Management, LLC | 653,400 | $51.9M | 0.19% | −1,724−0.3% | Reduced |
| Diversify Wealth Management, LLC | 634,699 | $51.3M | 0.86% | −85,696−11.9% | Reduced |
| Diversify Advisory Services, LLC | 634,699 | $51.3M | 0.86% | +634,699 | New |
| Fullerton Fund Management Co Ltd. | 639,081 | $50.8M | 3.26% | +310,375+94.4% | Added |
| Parcion Private Wealth LLC | 628,609 | $49.9M | 2.77% | +3,006+0.5% | Added |
| Richard C. Young & CO., LTD. | 625,076 | $49.6M | 3.66% | −16,795−2.6% | Reduced |
| Citadel Advisors LLC | 614,789 | $48.8M | 0.03% | +468,484+320.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 608,351 | $48.3M | 0.06% | +240,271+65.3% | Added |
| Verde Servicos Internacionais S.A. | 595,207 | $47.3M | 17.32% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 561,408 | $44.6M | 1.95% | −22,348−3.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 533,694 | $42.4M | 0.02% | +110,334+26.1% | Added |
| Greenline Partners, LLC | 523,445 | $41.6M | 4.23% | −5,833−1.1% | Reduced |
| Confluence Investment Management LLC | 522,617 | $41.5M | 0.65% | +189,643+57.0% | Added |
| SBI Securities Co., Ltd. | 519,886 | $41.3M | 0.94% | −61,619−10.6% | Reduced |
| Cetera Investment Advisers | 517,560 | $41.1M | 0.04% | +28,647+5.9% | Added |
| MBL Wealth, LLC | 516,616 | $41.0M | 2.80% | +5,741+1.1% | Added |
| American Investment Services, Inc. | 491,625 | $39.0M | 8.25% | +22,271+4.7% | Added |
| CI Private Wealth, LLC | 474,192 | $37.7M | 0.05% | −7,300−1.5% | Reduced |
| Bangor Savings Bank | 468,405 | $37.2M | 2.74% | +397+0.1% | Added |
| Wealthfront Advisers LLC | 458,933 | $36.4M | 0.07% | +411+0.1% | Added |
| Creative Planning | 456,002 | $36.2M | 0.02% | −90,467−16.6% | Reduced |
| Commonwealth Equity Services, LLC | 451,418 | $35.9M | 0.05% | −7,889−1.7% | Reduced |
| Fulton Breakefield Broenniman LLC | 451,102 | $35.8M | 2.11% | +110,159+32.3% | Added |
| Evercore Wealth Management, LLC | 438,275 | $34.8M | 0.49% | +43,406+11.0% | Added |
| Sentinel Pension Advisors Inc | 421,382 | $33.5M | 4.39% | +19,580+4.9% | Added |
| Mission Creek Capital Partners, Inc. | 382,931 | $30.4M | 5.35% | −1,044−0.3% | Reduced |
| TLT Family Holdco ULC | 377,800 | $30.0M | 4.26% | +377,800 | New |
| Oversea-Chinese Banking CORP Ltd | 373,169 | $29.6M | 0.71% | −303,464−44.8% | Reduced |
| Mariner, LLC | 355,809 | $28.3M | 0.03% | +8,218+2.4% | Added |
| Jane Street Group, LLC | 315,903 | $25.1M | 0.02% | +315,903 | New |
| Assetmark, Inc | 293,305 | $23.3M | 0.04% | −76,033−20.6% | Reduced |
| Baird Financial Group, Inc. | 289,546 | $23.0M | 0.03% | −4,306−1.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 280,855 | $22.3M | 0.09% | +62,345+28.5% | Added |
| AE Wealth Management LLC | 277,490 | $22.0M | 0.10% | +28,100+11.3% | Added |
| Continuum Wealth Advisors, LLC | 275,191 | $21.9M | 7.38% | +20,538+8.1% | Added |
| Evernest Financial Advisors, LLC | 274,270 | $21.8M | 4.56% | −5,454−1.9% | Reduced |
| China Universal Asset Management Co., Ltd. | 272,700 | $21.7M | 1.30% | −77,000−22.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 269,700 | $21.4M | 0.04% | −63,000−18.9% | Reduced |
| Renaissance Technologies LLC | 264,100 | $21.0M | 0.03% | +112,900+74.7% | Added |
| Kestra Advisory Services, LLC | 258,878 | $20.6M | 0.07% | +91,292+54.5% | Added |
| NavPoint Financial, Inc. | 256,791 | $20.4M | 7.56% | −388−0.2% | Reduced |
| Virtu Financial LLC | 247,787 | $19.7M | 0.62% | +247,787 | New |
| Miracle Mile Advisors, LLC | 246,517 | $19.6M | 0.23% | −4,478−1.8% | Reduced |
| Investment Management Associates Inc | 245,796 | $19.5M | 4.96% | +245,796 | New |
| Alvarez & Marsal Private Wealth Partners, LLC | 240,000 | $19.1M | 2.51% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 238,457 | $18.9M | 1.44% | +16,744+7.6% | Added |
| Timber Creek Capital Management LLC | 234,486 | $18.6M | 3.80% | +727+0.3% | Added |
| Bank of New York Mellon Corp | 227,684 | $18.1M | 0.00% | −521,729−69.6% | Reduced |
| LTS Liquid Investments LLC | 227,562 | $18.1M | 9.67% | +227,562 | New |
| MML Investors Services, LLC | 226,426 | $18.0M | 0.04% | +29,273+14.8% | Added |
| Austin Wealth Management, LLC | 218,666 | $17.4M | 3.67% | +15,189+7.5% | Added |